# Steven M. Colloton

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30441

## Record

- **Judge:** Steven M. Colloton
- **Year:** 2019
- **Pages:** 7

## Text

MidWestOne - Accounts — Interest
MidWestOne Financial Group Inc - Common Stock — Dividend
Vanguard Long-Term Tax-Exempt Fund Investor Shares — Dividend
Vanguard Total International Stock Index Admiral Shares — Dividend — Sold (part)
Vanguard Ext. Market Index Fund Admiral Shares — Dividend
Vanguard 500 Index Fund Admiral Shares — Dividend
Vanguard Intermediate Term Tax-Exempt Admiral Shares — Dividend — Buy (add'l)
Vanguard Stock Mkt Indext Admiral Shares — Dividend
Vanguard Total Intl Bond Index Admiral Shares — Dividend
Nationwide Life Insurance Company - Whole Life Policy — Dividend
Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Bl Con Gr Port(no ctrl) — None
Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Con Gr Port (no ctrl) — None — Buy (add'l)
Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Con Gr Port (no ctrl) — Distributed (part)
IA SUI Bond, 3.6%, Due - 7/1/2019 — Interest — Matured
Iowa St Brd Regents Hosp Rev, 3.4%, Due - 9/1/2023 — Interest
Johnston Comm Sch District Bond, 3.5%, Due - 7/1/2024 — Interest
TIAA-CREF Equity Index - RTL — Dividend
KNDR HealthCare LLC, Series A units (provider of health care bus svc) — None
Family Trust #1 (H)
Baxter Intl Inc - Common Stock — Dividend
Takeda Pharmaceutical Co. (formerly Shire PLC) — Dividend — Sold (part)
Edwards Lifesciences Corp - Common Stock — None
MidWestOne Financial Group Inc - Common Stock — Dividend
Johnston Comm Sch District Infrastructure Bd, 3.5%, Due - 7/1/2024 — Interest
MidWestOne Bank - Cash Accounts — Interest
Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Dividend — Buy (add'l)
Co-Trustee, Family Trust #1
Reimbursement — Boston University Law School — Apr. 3-5, 2019 — Boston, MA — Moot Court — Travel, meals, hotel
Spouse's income — 2019 — Self-employed provider of health care business services
Part VII, lines 11-13: On February 20, 2019, all funds in College Savings Iowa were exchanged within the 529 Plan out of the Moderate Growth Portfolio (no
control) and into the Moderate Growth Age-Based Track (no control). In the Age-Based Track, the ages of the beneficiaries determine the particular portfolio(s)
in which funds are invested. Part VII, lines 12-13, describe the asset and one portfolio at the time of the reported transactions. Due to a change in a beneficiary’s
age, filer did not hold the portfolio described in lines 12-13 at the end of the reporting period. Part VII, line 11, describes the asset and portfolio at the end of the
reporting period.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30441. Public record. Not legal advice.